Group 1 - The Shenzhen Stock Exchange announced adjustments to the list of securities eligible for the Hong Kong Stock Connect, with FORTIOR (01304.HK) and Lens Technology (06613.HK) being added to the list [1]

Core Viewpoint - Lens Technology (300433) (06613) announced the full exercise of the over-allotment option on August 3, 2025, involving a total of 39.3384 million H-shares, accounting for approximately 15.0% of the initially available shares for subscription under the global offering [1] Group 1 - The over-allotment shares will be issued at a price of HKD 18.18 per H-share [1] - The over-allotment shares will be used to expedite the delivery of H-shares to subscribers who agreed to delay their delivery under the global offering [1] - The stabilization period for the global offering will end on August 3, 2025, which is the 30th day after the submission deadline for the Hong Kong public offering application [1]

Core Insights - The sixth China Robotics Academic Annual Conference (CCRS2025) is being held in Changsha, focusing on "Human-Machine Integration, Intelligent Future" and attracting over 3,000 experts and representatives from around the world to discuss cutting-edge robotics technology and industry applications [1][2]. Company Highlights - Bluesi Technology showcased various robotic products and core components at the conference, transforming their booth into an interactive "robot skills showcase" [1][2]. - The company has nearly 30 years of experience in precision manufacturing for consumer electronics and smart vehicles, successfully extending its technological advantages into humanoid robotics, offering a one-stop service capability from design to manufacturing and delivery [5][6]. - Since 2016, Bluesi Technology has developed and mass-produced various industrial robots, significantly enhancing smart manufacturing levels and production efficiency [6]. Technological Advancements - Bluesi Technology has independently developed key components such as six-dimensional torque sensors and planetary roller screws, achieving mass production and providing solutions for robot exteriors through advanced technologies [6]. - The company possesses strong capabilities in embodied intelligent algorithm development, robotic operating systems, skill development, and human-machine interaction, continuously improving the intelligence level of robots [6]. Future Directions - Bluesi Technology is actively building a multi-scenario innovation integration loop, expanding robotic applications from industrial manufacturing to commercial and household services [7]. - The company has established a joint venture with Zhiyuan Robotics to develop key technologies and core components, aiming to create the largest embodied intelligent hardware manufacturing platform in China [7]. - Looking ahead, Bluesi Technology aims to deepen the integration of AI and robotics technology, striving to create an integrated embodied intelligent system that evolves humanoid robots from functional to general-purpose, enhancing production and living standards globally [7].

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-059 蓝思科技股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 二、其他说明 律监管指引第9号》相关规定： （1）公司未在下列期间内回购股票：①自可能对本公司证券及其衍生品种 交易价格产生重大影响的重大事项发生之日或者在决策过程中，至依法披露之日 内；②中国证监会和深圳证券交易所规定的其他情形。 （2）公司首次回购股份的委托价格不为公司股票当日交易涨幅限制的价格。 （3）公司未在下列交易时间进行回购股份的委托：①开盘集合竞价；②收 盘集合竞价；③股票价格无涨跌幅限制。 蓝思科技股份有限公司（以下简称"公司"）于2025年4月7日召开第五届董 事会第四次会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用 自有资金或自筹资金以集中竞价交易方式，回购公司部分已发行的人民币普通股 （A股）股份，用于实施员工持股计划或股权激励计划。本次回购金额不低于人 民币5亿元（含）且不超过人民币10亿元（含），回购股份价格上限为34.60元/股 （根据公司2024年度权益分派实施情况调整后） ...

格隆汇8月1日丨蓝思科技(300433.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户，以集中 竞价方式累计回购公司股份数量32.26万股，占公司A股总股本的0.006474%，最高成交价为22.65元/ 股，最低成交价为22.50元/股，支付的总金额为726.7695万元(不含交易费用) ...

蓝思科技（300433）(06613)公布，截至2025年7月31日，公司通过回购专用证券账户，以集中竞价方式 累计回购公司股份数量32.26万股，占公司A股总股本的0.006474%，最高成交价为22.65元/股，最低成 交价为22.50元/股，支付的总金额为7,267,695元(不含交易费用)，回购实施情况符合相关法律法规的要 求和公司既定回购方案。 ...

格隆汇8月1日丨蓝思科技(300433.SZ)公布，截至2025年7月31日，公司通过回购专用证券账户，以集中竞价方式累计回购公司股份数量32.26万股，占公司A股总股本的0.006474%，最高成 ...

证券代码：300433 证券简称：蓝思科技 公告编号：临 2025-059 蓝思科技股份有限公司 关于回购公司股份进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 蓝思科技股份有限公司（以下简称"公司"）于2025年4月7日召开第五届董 事会第四次会议，审议通过了《关于回购公司股份方案的议案》，同意公司使用 自有资金或自筹资金以集中竞价交易方式，回购公司部分已发行的人民币普通股 （A股）股份，用于实施员工持股计划或股权激励计划。本次回购金额不低于人 民币5亿元（含）且不超过人民币10亿元（含），回购股份价格上限为34.60元/股 （根据公司2024年度权益分派实施情况调整后），回购股份期限为自公司董事会 审议通过本次回购股份方案之日起12个月内。2025年7月9日，公司首次实施了本 次股份回购。具体内容详见公司分别于2025年4月8日、2025年7月9日在巨潮资讯 网（http://www.cninfo.com.cn）等符合中国证券监督管理委员会（以下简称"中 国证监会"）规定条件的媒体上发布的《关于回购公司股份方案的公告》《关于 首次实施回购公司股 ...

Core Viewpoint - Lens Technology has been awarded the "Supply Chain Influence Award" and included in the "ESG Investment Value List" by Securities Star for its outstanding practices in the Environmental, Social, and Governance (ESG) fields [1][4]. Environmental Practices - Lens Technology integrates green concepts throughout its entire supply chain, focusing on clean energy alternatives, resource recycling, and innovative production processes to establish a low-carbon management system [4]. - In 2024, the company implemented 75 energy-saving technical reform projects, saving 386,000 tons of water and 80.49 million KWH of electricity [4]. - The company achieved over 2.4 billion KWH of clean energy applications through measures such as photovoltaic power generation and green electricity procurement, resulting in a carbon reduction of 2.7 million tons of CO2e [4]. Social Contributions - Lens Technology emphasizes collaborative innovation in emerging fields such as consumer electronics and smart vehicles, investing in cutting-edge technology research and development [5]. - The company actively promotes public welfare initiatives focusing on educational equity, rural revitalization, and disaster relief, exploring sustainable models to empower disadvantaged groups [5]. - Lens Technology is committed to creating a diverse and inclusive workplace, enhancing career development opportunities, and ensuring health and safety for its employees [5]. Corporate Governance - The company continuously optimizes its board decision-making mechanisms and strengthens risk management and compliance to align long-term interests among shareholders, employees, suppliers, and customers [5]. - Lens Technology builds a transparent and efficient information disclosure system to uphold its commitment to social responsibility through high standards of corporate governance [5]. Future Commitment - Lens Technology aims to continue promoting the integration of green development and social responsibility, contributing to sustainable development efforts [6].

Core Viewpoint - The AI Fund Xingquan Green Investment Mixed (LOF) reported a profit of 92.387 million yuan for Q2 2025, with a net asset value growth rate of 3.57% during the period [2]. Fund Performance - As of July 21, the fund's unit net value was 1.251 yuan, and its scale reached 2.729 billion yuan by the end of Q2 2025 [2][14]. - The fund manager, Zou Xin, oversees two funds, both of which have shown positive returns over the past year [2]. - The fund's one-year cumulative net value growth rate is 23.98%, ranking 46 out of 132 comparable funds [2]. Investment Strategy - The fund's investment approach focuses on three dimensions: major industry contradictions, competitive advantages of enterprises, and a balance of research depth and pricing [2]. Comparative Performance - Over the past three months, the fund's cumulative net value growth rate was 11.80%, ranking 47 out of 132 comparable funds [2]. - The fund's six-month cumulative net value growth rate was 12.30%, ranking 46 out of 132 comparable funds [2]. - The fund's three-year cumulative net value growth rate was -17.52%, ranking 85 out of 127 comparable funds [2]. Risk Metrics - The fund's three-year Sharpe ratio is -0.0744, ranking 81 out of 129 comparable funds [7]. - The maximum drawdown over the past three years was 42.11%, with the largest single-quarter drawdown occurring in Q1 2022 at 20.25% [9]. Portfolio Composition - The average stock position over the past three years was 88.8%, compared to the industry average of 86.09% [12]. - The fund's top ten holdings include companies such as CATL, Jifeng Co., Desay SV, and others [17].